12 Step EPDM Upgrade Checklist

SolidWorks Enterprise PDM (SolidWorks EPDM) is not a difficult system to upgrade, but any IT system requires preparation and planning to upgrade effectively.  Since we do this all the time for our clients, we thought it made sense to share our SolidWorks EPDM upgrade best practices to save you time and effort in planning your next upgrade.  What follows is a 12 step checklist, with explanations, of the steps to follow in upgrading SolidWorks Enterprise PDM.  Continue Reading

Setting Up an EPDM Test Environment

When people ask us about SolidWorks Enterprise PDM best practices, we often note how critical it is to have a test environment available for critical business systems that matches the production environment. A test environment allows you to validate patches, service packs, version upgrades, and configuration changes in an environment that will not impact production systems. For SolidWorks Enterprise PDM (EPDM), creating a test environment is a very simple process.  Continue Reading

Preparing Your Design Automation for PDM

The purpose of Design Automation (DA) is to more quickly and easily generate the vast amount of outputs that are derived from design data like drawings, models, quotes, proposals, calculation sheets, etc. Of course, it should all be managed; preferably in a Product Data Management (PDM) system. However you choose to manage your data, whether with SolidWorks Enterprise PDM, ENOVIA SmarTeam, SolidWorks Workgroup PDM, or Skippy the Intern, you need a plan. And you need your Design Automation implementation to be designed with PDM in mind. Continue Reading

The New Enterprise PDM Task Tool

One of the new tools in SolidWorks Enterprise PDM (EPDM) 2010 is the automated EPDM Task Tool. This tool helps users and system administrators automate a number of things related to Engineering output. With the tool, you can create renditions (alternate format/presentation of content) of SolidWorks Parts, Assemblies, or Drawings. The Task Tool also enables remote printing, and can create these types of output content during EPDM Workflow state changes or from right-click menu options.  Continue Reading

Action-Packed SolidWorks World 2010

For those of you not able to attend SolidWorks World 2010 in Anaheim, California earlier this year, let us recap some of the most significant events related to the show.  As usual, SolidWorks lined up a number of interesting and motivational speakers (James Cameron, James McLurkin, Jeff Ray, and Bernard Charles).  There were also a handful of product and technology announcements related to PDM and Design Automation that made this year particularly interesting.  Continue Reading

Is Your SolidWorks Data in Shape?

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Razorleaf has just released the new CADFIT tool for public consumption.  I don’t recommend actually eating or consuming the tool, but I do recommend that you use it.  “Well of course you do, you work for Razorleaf.”  Okay, that factor not withstanding, CADFIT is a really great tool to help you determine the health of your SolidWorks files, to check and see if they are “fit.”   Continue Reading

Troubleshooting EPDM Permissions

Anyone who works with SolidWorks Enterprise PDM (EPDM) knows that there are multiple factors that play a role in user permissions. Sometimes it can be difficult to determine the kind of permission to apply to achieve a desired result or to find the setting that is causing an undesired behavior. So let’s dig in to the EPDM security model and take a look at the different criteria that EPDM uses to provide access to files.  Continue Reading